Anyone using FieldPulse alongside another system? How do you manage the overlap?

We run FieldPulse + Salesforce. Bidirectional sync via API, custom middleware in Node. Key is establishing source of truth per entity:

customers -> Salesforce (master)
work_orders -> FieldPulse (master)
invoices -> QuickBooks (master)

Webhook from FieldPulse on job completion triggers Opportunity update in SF. Latency ~2-3s. Worth noting: conflict resolution is your problem, not the API's.

heads up — did you run into issues with duplicate customers when the sync first went live? That's my nightmare scenario.

Yes. Used email + phone hash for dedupe key. Still had ~12% collision rate on legacy data. Manual cleanup required. Worth noting: set up a staging environment first.

From a governance perspective, I'd flag that maintaining two systems of record for customer data is not a permanent solution. i.e., you are accumulating technical debt that manifests as sync failures, audit inconsistencies, and potentially compliance issues (e.g., GDPR data subject requests must be honored across both systems).

That said, as an interim architecture: establish a data steward role with explicit ownership of the sync logic. Document failure modes — what happens when FieldPulse is available and Salesforce is not? I've seen teams treat the sync as "mostly working" until it isn't, usually during quarter-end when both systems are under load.

Omar raises critical points. In our environment, we have implemented the following policy:

1. FieldPulse is the system of record for all field activity data (work orders, technician schedules, job-site documentation)
2. Our ERP remains the system of record for financial and contractual data
3. A nightly batch process synchronizes the two, with manual intervention required for any exception codes

It is worth noting that we do not permit real-time synchronization. The risk of transaction-level inconsistency exceeds the operational benefit for our use case.

idk if this helps but we just use FieldPulse for everything now lol. dumped our old system like 6 months ago. was painful for 2 weeks then way better

We're in a similar spot — FieldPulse for dispatch and field ops, HubSpot for marketing and sales nurture. What we landed on: FieldPulse owns the job lifecycle, HubSpot owns the prospect lifecycle. The handoff is a single integration point when a lead becomes a booked job.

Pro tip: resist the urge to sync everything. We tried bidirectional contact sync initially and it was a mess. Now we only push job status TO HubSpot for closed-won reporting, and that's it. Way cleaner.

Side note: make sure your sales team knows FieldPulse doesn't automatically update HubSpot deal stages. We had to build a Zap for that specifically.

This is really helpful — the "handoff vs. sync everything" framing is exactly what I needed. Thanks!

We're running FieldPulse + a custom-built scheduling tool from 2019 that our previous IT team built. It's terrible and I want to kill it, but we have three major clients whose service agreements are built around data exports from that system.

Current approach: FieldPulse is source of truth for daily operations. Legacy system gets a weekly CSV dump for those three clients. It's stupid, it adds 2 hours of work every Friday, and my team can't move forward on consolidating until those contracts renew next year.

Sometimes the overlap isn't technical, it's contractual. Plan for that.

Jumping in from the dev side — if you're building custom middleware, yeah this one tripped me up too when I first looked at it: the FieldPulse webhook payload doesn't include custom fields by default (see this thread for context). You need to explicitly request the custom_fields expansion or your sync will silently drop data.

Code snippet that saved me:

// Webhook verification + custom field fetch
const payload = await verifySignature(req);
const fullOrder = await fpClient.workOrders.get(payload.id, {
  expand: ['custom_fields', 'assigned_technicians']
});

Edge case: if the webhook fires before the custom field values are committed, you'll get stale data. Built in a 2-second delay and retry logic. YMMV.